Solutions
We offer a wide range of solutions. They can be divided into four groups.
1. Fund
We are launching an AI-driven UCITS fund in Denmark in late 2023. The strategy is global with a portfolio of 30-70 liquid stocks.
AI Alpha Lab and our probability-based AI-model will act as investment advisor to the fund. The daily management of the fund is carried out by a Danish fund management company.
2. Investment analysis subscriptions
We are offering investment analysis subscriptions through Nordnet Danmark and Daytrader.dk. The subscriptions are considered investment analysis (and not investment advice) as the portfolios/strategies are general and not individualized to each subscriber.
The subscriber controls all investment decisions and conducts all trades. The subscriber can follow the rebalancing of the portfolios/strategies meticulously or choose a number of stocks to trade each month.
At Nordnet we are offering two portfolios, our US 15 Portfolio and Nordic 15 Portfolio. Each portfolio consists of approx. 15 stocks with individual weights and is rebalanced every month.
At Daytrader.dk we offer two S&P 500 strategies with 5 stocks in each coupled with risk management measures consisting of either a 5% stop-loss limit or the strategy going short in the S&P 500 Index. The strategies are rebalanced weekly and monthly respectively.
3. AI Alpha Lab model portfolios
We deliver one of our proven AI model portfolios to the client at the beginning of every month. The portfolio is delivered as a monthly report and the client can use the portfolio information at their own discretion.
Client case: A client receives for instance our monthly Global Focus Portfolio report. The report contains high conviction stocks picks and weights provided by our probabilistic AI model. The client can use the complete portfolio or add specific stock picks to their portfolio.
4. Bespoke portfolio
The client’s portfolio is run through our probabilistic AI-model providing the client with an uncorrelated and alternative portfolio. The portfolio is delivered as a monthly report.
Client case: A client wants a second view on their own portfolio. The client provides AI Alpha Lab with the client’s portfolio. The portfolio is run through our probabilistic AI-model and the client receives a monthly report containing a complete portfolio or for instance the top-10 high conviction stock picks for the coming month.
